Southern Co
SO- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000092122
In the last 90 days, Southern Co insiders filed 0 open-market purchases and 6 sales; 2,370 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Southern Co as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,126
- +146 vs. Q3 2024
- Shares held
- 746.5M
- +7.13M (+1.0%) vs. Q3 2024
- Total value
- $61.4B
- −$5.05B (−7.6%) vs. Q3 2024
- New holders
- 271
- 876 more added
- Sold out
- 125
- 675 more reduced
30 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,370 | $79.9B |
| Q1 2026 | 2,367 | $76.2B |
| Q4 2025 | 2,273 | $69.6B |
| Q3 2025 | 2,222 | $74.6B |
| Q2 2025 | 2,184 | $70.8B |
| Q1 2025 | 2,207 | $69.0B |
| Q4 2024 | 2,126 | $61.4B |
| Q3 2024 | 2,010 | $66.9B |
| Q2 2024 | 1,888 | $56.8B |
| Q1 2024 | 1,825 | $51.0B |
| Q4 2023 | 1,838 | $49.1B |
| Q3 2023 | 1,713 | $44.9B |
| Q2 2023 | 1,728 | $48.8B |
| Q1 2023 | 1,706 | $48.8B |
| Q4 2022 | 1,737 | $49.1B |
| Q3 2022 | 1,661 | $46.0B |
| Q2 2022 | 1,683 | $47.2B |
| Q1 2022 | 1,700 | $47.3B |
| Q4 2021 | 1,654 | $43.9B |
| Q3 2021 | 1,492 | $39.1B |
| Q2 2021 | 1,508 | $38.3B |
| Q1 2021 | 1,491 | $39.2B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brown Financial Advisory | 2,487 | $204.8K | 0.15% | +44+1.8% | Added |
| Evoke Wealth, LLC | 2,499 | $205.7K | 0.01% | −141−5.3% | Reduced |
| Fayez Sarofim & Co | 2,500 | $205.8K | 0.00% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 2,500 | $205.8K | 0.13% | 00.0% | Unchanged |
| Enhancing Capital LLC | 2,500 | $205.8K | 0.16% | +2,500 | New |
| Greenfield Savings Bank | 2,501 | $205.9K | 0.10% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 2,501 | $205.9K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2,503 | $206.0K | 0.01% | −207−7.6% | Reduced |
| Advance Capital Management, Inc. | 2,505 | $206.3K | 0.01% | +172+7.4% | Added |
| Winton Group Ltd | 2,508 | $206.5K | 0.01% | +2,508 | New |
| Unionview, LLC | 2,510 | $206.6K | 0.15% | +2+0.1% | Added |
| Parkside Financial Bank & Trust | 2,513 | $206.9K | 0.03% | +84+3.5% | Added |
| Francis Financial, Inc. | 2,830 | $207.4K | 0.05% | +339+13.6% | Added |
| Holos Integrated Wealth LLC | 2,530 | $208.3K | 0.14% | +2,530 | New |
| Madrona Financial Services, LLC | 2,540 | $209.1K | 0.06% | −26−1.0% | Reduced |
| Horan Securities, Inc. | 2,542 | $209.3K | 0.08% | −154−5.7% | Reduced |
| Meriwether Wealth & Planning, LLC | 2,542 | $209.3K | 0.15% | +2,542 | New |
| WR Wealth Planners, LLC | 2,542 | $209.3K | 0.07% | +64+2.6% | Added |
| Mayflower Financial Advisors, LLC | 2,543 | $209.4K | 0.03% | +98+4.0% | Added |
| LMCG Investments, LLC | 2,550 | $209.9K | 0.01% | 00.0% | Unchanged |
| Keeler & Nadler Financial Planning & Wealth Management | 2,552 | $210.1K | 0.10% | 00.0% | Unchanged |
| WMS Partners, LLC | 2,559 | $210.6K | 0.01% | +27+1.1% | Added |
| Samalin Investment Counsel, LLC | 2,566 | $211.3K | 0.09% | +6+0.2% | Added |
| Longboard Asset Management, LP | 2,573 | $211.8K | 0.56% | +2,573 | New |
| Resolute Wealth Strategies, LLC | 2,573 | $211.8K | 0.11% | +4+0.2% | Added |
| Callahan Advisors, LLC | 2,575 | $212.0K | 0.02% | +2,575 | New |
| Whalen Wealth Management Inc. | 2,581 | $212.5K | 0.15% | +21+0.8% | Added |
| AlphaMark Advisors, LLC | 2,589 | $213.0K | 0.09% | 00.0% | Unchanged |
| Invesco, LLC | 2,588 | $213.0K | 0.08% | +2,588 | New |
| Texas Capital Bank Wealth Management Services Inc | 2,593 | $213.4K | 0.02% | +18+0.7% | Added |
| Laffer Tengler Investments | 2,600 | $214.0K | 0.04% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 2,600 | $214.0K | 0.02% | 00.0% | Unchanged |
| MJP Associates Inc | 2,605 | $214.5K | 0.04% | +133+5.4% | Added |
| Badgley Phelps Wealth Managers, LLC | 2,610 | $214.8K | 0.01% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 2,610 | $214.9K | 0.04% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 2,614 | $215.2K | 0.11% | +2+0.1% | Added |
| Keystone Financial Group, Inc. | 2,631 | $216.6K | 0.18% | +2,631 | New |
| Sompo Asset Management Co., Ltd. | 2,640 | $217.3K | 0.04% | −710−21.2% | Reduced |
| Chickasaw Capital Management LLC | 2,652 | $218.0K | 0.01% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 2,650 | $218.0K | 0.02% | +2,650 | New |
| First Manhattan Co | 2,649 | $218.1K | 0.00% | +79+3.1% | Added |
| Unified Investment Management | 2,655 | $218.5K | 0.25% | +2,655 | New |
| Crestwood Advisors Group LLC | 2,656 | $218.6K | 0.00% | −30−1.1% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,658 | $218.8K | 0.08% | −6,129−69.8% | Reduced |
| Versor Investments LP | 2,660 | $219.0K | 0.04% | +2,660 | New |
| Pure Financial Advisors, Inc. | 2,665 | $219.3K | 0.00% | +93+3.6% | Added |
| Waterford Advisors, LLC | 2,671 | $219.9K | 0.11% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 2,673 | $220.1K | 0.04% | −47−1.7% | Reduced |
| PYA Waltman Capital, LLC | 2,676 | $220.3K | 0.07% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 2,682 | $220.8K | 0.05% | +229+9.3% | Added |
| Rodgers & Associates, LTD | 2,683 | $220.9K | 0.03% | +23+0.9% | Added |
| Maripau Wealth Management LLC | 2,684 | $221.0K | 0.13% | +2,684 | New |
| Campbell Wealth Management | 2,688 | $221.0K | 0.02% | +2,688 | New |
| Alexander Labrunerie & Co., Inc. | 2,686 | $221.1K | 0.10% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 2,689 | $221.4K | 0.01% | −150−5.3% | Reduced |
| Vista Investment Partners LLC | 2,698 | $222.1K | 0.07% | −2−0.1% | Reduced |
| Crew Capital Management, Ltd. | 2,698 | $222.1K | 0.18% | 00.0% | Unchanged |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 2,700 | $222.3K | 0.14% | +2,700 | New |
| Opinicus Capital, Inc. | 2,702 | $222.5K | 0.19% | +6+0.2% | Added |
| Gradient Investments LLC | 2,705 | $222.7K | 0.00% | −10.0% | Reduced |
| Tucker Asset Management LLC | 2,707 | $222.8K | 0.02% | −552−16.9% | Reduced |
| Berkshire Asset Management LLC | 2,671 | $223.0K | 0.01% | −385−12.6% | Reduced |
| MBE Wealth Management, LLC | 2,709 | $223.0K | 0.13% | +2+0.1% | Added |
| West Chester Capital Advisors, Inc | 2,711 | $223.2K | 0.12% | +2,711 | New |
| E Fund Management Co., Ltd. | 2,712 | $223.3K | 0.01% | +2,712 | New |
| Pavion Blue Capital, LLC | 2,715 | $223.5K | 0.10% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 2,715 | $223.5K | 0.12% | +2,715 | New |
| Valley Financial Group, Inc. | 2,724 | $224.2K | 0.16% | +2,724 | New |
| KLCM Advisors, Inc. | 2,732 | $224.9K | 0.03% | +99+3.8% | Added |
| Legacy Edge Advisors, LLC | 2,743 | $226.0K | 0.04% | +472+20.8% | Added |
| Maven Securities LTD | 2,751 | $226.5K | 0.04% | +2,751 | New |
| Chelsea Counsel Co | 2,755 | $226.8K | 0.12% | 00.0% | Unchanged |
| Archetype Wealth Partners | 2,755 | $227.0K | 0.03% | +2,755 | New |
| Inspire Advisors, LLC | 2,771 | $228.1K | 0.03% | −73−2.6% | Reduced |
| Pine Haven Investment Counsel, Inc | 2,773 | $228.3K | 0.19% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 2,775 | $228.5K | 0.06% | +302+12.2% | Added |
| Old Second National Bank of Aurora | 2,780 | $228.8K | 0.05% | −691−19.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,646 | $228.9K | 0.00% | −450−14.5% | Reduced |
| Peoples Bank | 2,800 | $230.5K | 0.16% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 2,808 | $231.2K | 0.13% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 2,809 | $231.2K | 0.12% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 2,812 | $231.5K | 0.09% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,814 | $231.6K | 0.02% | −82−2.8% | Reduced |
| First Financial Bank - Trust Division | 2,816 | $231.8K | 0.02% | +2,816 | New |
| Center for Financial Planning, Inc. | 2,818 | $232.0K | 0.03% | +2,278+421.9% | Added |
| Haven Capital Group, Inc. | 2,825 | $232.6K | 0.22% | +2,825 | New |
| North Star Asset Management Inc | 2,826 | $232.6K | 0.01% | −10−0.4% | Reduced |
| Fortis Capital Advisors, LLC | 2,694 | $232.8K | 0.08% | +375+16.2% | Added |
| Warwick Investment Management, Inc. | 2,841 | $233.9K | 0.05% | +2,841 | New |
| N.E.W. Advisory Services LLC | 2,843 | $234.0K | 0.02% | +3+0.1% | Added |
| Buffington Mohr McNeal | 2,845 | $234.2K | 0.04% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 2,847 | $234.4K | 0.06% | +3+0.1% | Added |
| Penserra Capital Management LLC | 2,869 | $235.0K | 0.00% | +2,776+2,984.9% | Added |
| Gryphon Financial Partners LLC | 2,870 | $236.3K | 0.03% | −244−7.8% | Reduced |
| Baader Bank INC | 2,876 | $236.4K | 0.02% | −2,889−50.1% | Reduced |
| 44 Wealth Management LLC | 2,877 | $236.8K | 0.09% | +37+1.3% | Added |
| Duncan Williams Asset Management, LLC | 2,878 | $236.9K | 0.09% | +11+0.4% | Added |
| Shufro Rose & Co LLC | 2,879 | $237.0K | 0.02% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 2,883 | $237.3K | 0.04% | +2,883 | New |
| Councilmark Asset Management, LLC | 2,883 | $237.3K | 0.16% | 00.0% | Unchanged |